Sharing your financial data should be completely in your control. Since we are using Laravel Jetstream we have access to the “Teams” capability. I think it would be extremely useful to allow financial advisors, accountants, spouses access to financial data.
We would solve the problem of sharing passwords by allowing them to create their own account and limit permissions. Say we want the accountant to tag, categorize and export transactions where the financial advisor should be able to view transactions and view budgets to provide advice.
I think this will be extremely valuable to our platform and be used by a ton of users. We will just have to come up with a permission structure and UI to manage it. However, from a programming perspective we can easily make use of gates, policies, and middleware.
Any thoughts leave them below !